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Forum to discuss general administration topics for SalesLogix (including LAN & remote topics). View the code of conduct for posting guidelines.
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How to identify a default Sales Process
Posted: 06 Aug 07 4:39 AM
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Good day,
I can have several Sales Processes in SalesLogix, but would like one to be the default process to be selected whenever a new opportunity is created. Can I set one of my Sales Processes as default?
Regards
Ina |
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Re: How to identify a default Sales Process
Posted: 06 Aug 07 6:59 AM
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Yes, altough it is a per user setting.
Log into the Client as each user and access their opportunity Defaults (Cannot be done at the SalesLogix Administrator).
Navigate on the Menu as follows: Tools / Manage / Opportunity Default
On that screen, set the Default Sales Process
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